2024-10-24T13:35:16-05:00 2023-12-31 912011386 JACOBSON JARVIS & CO PLLC 200 1ST AVE W SUITE 200 SEATTLE WA 98119 990 2023-01-01 916060920 LIFETIME ADVOCACY PLUS LIFE 2063678055 19203 36TH AVE W 101 LYNNWOOD WA 98036 ELIZABETH E LINDLEY EXECUTIVE DIRECTOR 2063678055 2024-10-17 1 0 ZOE JOENS CPA P02389255 2066288990 2024-10-17 2023 2024-10-15 13:58:12Z ELIZABETH E LINDLEY 19203 36TH AVE W 101 LYNNWOOD WA 98036 1949269 0 X WWW.LAPLUS.ORG X 1964 WA ENHANCE THE LIVES AND PROTECT THE RIGHTS OF PEOPLE WITH DISABILITIES. 9 9 23 21 0 0 201261 194378 1487834 1749702 915 3587 3763 1602 1693773 1949269 0 0 0 0 1148345 1335248 0 0 0 670683 693975 1819028 2029223 -125255 -79954 2635755 2536646 931819 766945 1703936 1769701 ENHANCE THE LIVES AND PROTECT THE RIGHTS OF PEOPLE WITH DISABILITIES. 0 0 1039120 1387291 FINANCIAL SERVICES: ADMINISTRATION AND PROTECTION OF PROPERTY THROUGH INDIVIDUAL GUARDIANSHIP OF ESTATES, TRUSTS, DURABLE POWER OF ATTORNEY AND CONTRACTS WITH OTHER GUARDIANS, USUALLY FAMILY MEMBERS OR FRIENDS, TO PROVIDE PERSONAL SERVICES. 367039 262195 PERSONAL SERVICES: PROVIDE PERSONAL PLANNING AND SERVE AS GUARDIAN OF PERSON TO PROVIDE PERSONAL SERVICES, AND CONTRACTS WITH OTHER GUARDIANS, USUALLY FAMILY MEMBERS OR FRIENDS TO PROVIDE PERSONAL SERVICES. 51077 100216 COMMUNITY OUTREACH: ADVISE FAMILIES OF BASIC GUARDIANSHIP PROCESS, CASE MANAGEMENT OPPORTUNITIES, LESS RESTRICTIVE TRUST PRINCIPLES AND BILL PAYING OPTIONS. PROVIDE REFERRAL INFORMATION. 1457236 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X ELIZABETH E LINDLEY 2063678055 19203 36TH AVE W 101 LYNNWOOD WA 98036 DAVID FOSTER-KOTH PRESIDENT 0.50 X X 0 0 0 STEVE LOVEKIN SECRETARY 0.50 X X 0 0 0 PAUL SCHNEIDER TREASURER 1.50 X X 0 0 0 BILL DUSSAULT BOARD MEMBER 1.00 X 0 0 0 SHANNON MARSH BOARD MEMBER 1.00 X 0 0 0 STEPHEN SCHAIN BOARD MEMBER 1.00 X 0 0 0 KEVIN KIRKEVOLD BOARD MEMBER 1.00 X 0 0 0 JUSTIN MORROW BOARD MEMBER 1.00 X 0 0 0 CALVIN GROENENBERG BOARD MEMBER 1.00 X 0 0 0 ELIZABETH E LINDLEY EXECUTIVE DIRECTOR 50.00 X 108101 0 0 108101 0 0 1 0 0 0 0 194378 194378 FEES FOR SERVICES 624100 1749702 1749702 1749702 3587 3587 MISCELLANEOUS 900099 1602 1602 1602 1949269 1749702 0 5189 108101 81076 27025 928765 674114 254651 177737 131525 46212 120645 89277 31368 27620 27620 104190 48769 55421 92329 75446 16883 129960 112286 17674 8636 8377 259 15042 15042 17967 14373 3594 35087 28070 7017 MASTER TRUST CLIENT SUP 139825 139825 EQUIPMENT RENTAL & MAIN 81625 10611 71014 STATE AND LOCAL TAXES 25252 22030 3222 16442 6415 10027 2029223 1457236 571987 0 X 135227 200971 427019 367090 40076 28794 49160 43128 190960 183893 25033 7067 1174775 1236234 784465 653362 2635755 2536646 128243 81936 803576 685009 931819 766945 X 517411 521717 1186525 1247984 1703936 1769701 2635755 2536646 -79954 145719 0 X X 0 1 X 1 0 X 234977 205248 481033 201261 194378 1316897 234977 205248 481033 201261 194378 1316897 560462 756435 7271 2342 1123 915 3587 15238 4202 4108 2783 3763 1602 16458 1348593 7187782 0.56090 0.57630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 47498146 4920763 52418909 0 16665 0 16665 16728 -63 16665 16772 -44 16728 16451 321 16772 15888 563 16451 0.29490 0.70510 0.00000 0 0 190960 183893 7067 7067 BENEFICIAL INTEREST IN ASSETS HELD IN TRUST 953741 F INVESTMENTS IN MASTER TRUST ACCOUNT 282493 F 1236234 RIGHT OF USE ASSETS 653362 653362 LEASE PAYABLE 685009 685009 2094988 145719 145719 1949269 0 1949269 2029223 0 2029223 0 2029223 PART IV, LINE 1B: LA+ IS CUSTODIAN FOR THE ASSETS OF MANY PEOPLE WITH DISABILITIES. AS CUSTODIAN, LA+ MANAGES AS GUARDIAN, TRUSTEE, OR REPRESENTATIVE PAYEE THE AMOUNTS IN PART IV, SCHEDULE D, WHICH ARE NOT INCLUDED IN FORM 990, PART X. PART V, LINE 4: LA+'S ENDOWMENT FUND CONSISTS OF BOARD OF DIRECTORS' DESIGNATED FUNDS AND DONOR-RESTRICTED ENDOWMENT FUNDS. PER THE TERMS OF THE DONOR-RESTRICTED ENDOWMENT FUND, INVESTMENTS EARNINGS GENERATED BY THE FUND ARE TO BE USED FOR AGENCY SUPPORT AS SET BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A PDF COPY OF THE FORM 990 WAS EMAILED TO ALL BOARD MEMBERS AND THE TAX RETURN WAS REVIEWED BY THE EXECUTIVE DIRECTOR, STAFF ACCOUNTANT AND BOARD TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, THE BOARD READS THE CONFLICT POLICY AND CONFIRMS THAT NO CONFLICTS EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY IS AUTHORIZED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS OF THE AUDIT COMMITTEE FOR REVIEWING THE AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED.